eSignatures.io + Salesforce Integration

Integrate eSignatures.io to Salesforce in one click, or tell Integrately AI how you want each contract handled. Send contracts, update your CRM records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • eSignatures.io
    Contract is sent to signee in eSignatures.io Instant
  • eSignatures.io
    Contract is signed by all signees in eSignatures.io Instant
  • eSignatures.io
    Contract is signed by Signee in eSignatures.io Instant
  • eSignatures.io
    Signee requests to update mobile number in eSignatures.io Instant
  • eSignatures.io
    Contract delivery fails in eSignatures.io Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • eSignatures.io
    Send contract in eSignatures.io
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for eSignatures.io + Salesforce Integration

Send contracts, update Salesforce records, route responses, and alert your team, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your eSignatures.io + Salesforce flow

Sync signed contracts to cloud storage, notify sales teams, and log financial records across your workspace. Pick a combination and activate it in one click.

eSignatures.io
Salesforce
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
DocuSignDocuSign (3)
E
S
G
When a contract is signed in eSignatures.io, create a Salesforce record and log the row in Google Sheets.
Signed contracts from eSignatures.io instantly update Salesforce and log a new row in Google Sheets, keeping your records accurate without manual entry.
S
E
G
When a Salesforce lead is created, send an eSignatures.io contract and log it in Google Sheets.
New Salesforce leads automatically receive an eSignatures.io contract while a tracking row is added to Google Sheets for your operations team.
E
S
G
When an eSignatures.io contract delivery fails, update Salesforce and log the error in Google Sheets.
Failed contract deliveries in eSignatures.io update your Salesforce record and record the failure in Google Sheets so your team can resolve it.

Supported triggers and actions for eSignatures.io and Salesforce

Mix and match to build the exact automation you need

eSignatures.io
eSignatures.io Triggers & Actions
Instant
Contract is sent to signee in eSignatures.io
Triggers the automation when a contract is sent for signing
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Instant
Contract is signed by all signees in eSignatures.io
Triggers the automation when everyone conerned has signed the contract
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Instant
Contract is signed by Signee in eSignatures.io
Triggers the automation when a contract is signed by someone
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Instant
Signee requests to update mobile number in eSignatures.io
Triggers the automation when a signer requests to update their mobile number
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Instant
Contract delivery fails in eSignatures.io
Triggers the automation when a contract delivery fails
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Send contract in eSignatures.io
Sends a contract
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with eSignatures.io + Salesforce?

Streamline agreement workflows, synchronize contract data, and eliminate manual entry between your signing tools and CRM database.

What you can automate?
📝
Sync signed contracts to CRM records automatically
Capture every completed eSignatures.io agreement and instantly create or update the corresponding record in Salesforce. Your sales pipeline stays current without requiring manual data entry.
📋
Map every submitted field across your tools
Transfer signer names, custom field inputs, and timestamps directly into your Salesforce records. Your database captures complete details rather than basic summary lines.
🔔
Alert your team the moment contracts are signed
Notify sales channels in Slack or send confirmation emails via Gmail immediately when a signee completes an eSignatures.io contract. Your team can initiate next steps right away.
🔀
Route workflows based on submitted contract data
Trigger different actions in Salesforce depending on specific field values or contract types. High-value agreements can alert executive leadership while standard contracts update routine records.
🔄
Keep destination records updated as conditions change
Modify existing Salesforce entries whenever contract statuses update in eSignatures.io. Your CRM accurately reflects current agreement stages at all times.
🔍
Add or update records instead of creating duplicates
Search existing Salesforce entries before creating new records to prevent duplicate customer profiles. Your database remains clean and organized.
⚠️
Handle delivery failures and exception events
Catch failed eSignatures.io contract deliveries and automatically create follow-up tasks in Salesforce. Support staff can resolve contact issues before deals stall.
🌐
Extend agreement flows to external team apps
Connect your core eSignatures.io and Salesforce workflow with Google Sheets, Slack, or Stripe to manage multi-step business operations seamlessly.
And much more...

Who is eSignatures.io + Salesforce integration for?

Sales teams, account executives, and operations managers eliminate manual contract entry, maintain accurate CRM pipelines, and accelerate agreement processing across platforms.

Revenue Operations Leads
Revenue Operations Leads
Account Executives
Account Executives
Sales Managers
Sales Managers
Sales Operations Specialists
Sales Operations Specialists
Legal Coordinators
Legal Coordinators
Customer Success Leads
Customer Success Leads
📈
Revenue Operations Leads
You manage pipeline reporting but sales data lags behind actual contract signatures because reps manually update spreadsheets, so your forecasting numbers are always outdated — with this integration, every signed agreement updates your CRM records instantly and your pipeline metrics stay current.
Account Executives
You need to initiate onboarding immediately after a deal closes but find yourself copying contract details into your CRM by hand, so client setup is delayed — this integration means every completed eSignatures.io contract populates Salesforce records automatically and your workflow moves without friction.
🤝
Sales Managers
You answer to executive leadership regarding deal velocities and contract execution milestones, but missing updates create blind spots in your pipeline — automating both apps means every signature updates your CRM records in real time and your reporting dashboards remain completely accurate.
📊
Sales Operations Specialists
The volume of inbound agreements is too high for your team to keep customer records updated manually without introducing errors — connecting these apps means every signed document updates Salesforce database entries instantly and your data integrity is fully preserved.
💼
Legal Coordinators
You rely on sales reps to hand over executed contracts so you can log compliance data, but documents often slip through the cracks — this integration means every completed eSignatures.io agreement populates your Salesforce database on schedule with zero manual effort.
🗂️
Customer Success Leads
You depend on accurate client records to begin onboarding sequences, but fragmented signing tools leave frustrating gaps in your history — automating both apps means every contract signature creates complete customer profiles in Salesforce right away.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate eSignatures.io + Salesforce

Build and manage your eSignatures.io + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect eSignatures.io + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect eSignatures.io to Salesforce?
Frequently Asked Questions
You can connect eSignatures.io to Salesforce in 1 click using ready workflows on Integrately or by asking Integrately AI to build the automation. It links your signing platform and CRM alongside apps like Google Sheets, Gmail, HubSpot, and Slack without requiring any coding.
Can I automatically update Salesforce records when an eSignatures.io contract is signed?
Frequently Asked Questions
Can I connect eSignatures.io, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for eSignatures.io and Salesforce?
Frequently Asked Questions
How are contract signatures in eSignatures.io synced with Salesforce?
Frequently Asked Questions
Can I trigger eSignatures.io contracts from new Salesforce records?
Frequently Asked Questions
Do I need coding skills to automate eSignatures.io and Salesforce?
Frequently Asked Questions
Is the eSignatures.io and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect eSignatures.io or Salesforce With 1500+ Other Apps

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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing automation, customer support, and analytics tools to keep customer data working across your stack.